Goldman Sachs

Goldman Sachs Portfolio holdings

AUM $692B
1-Year Est. Return 22.96%
 

Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.

This Quarter Est. Return
1 Year Est. Return
+22.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337B
AUM Growth
+$28.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,574
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$1.11B
3 +$752M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$719M
5
MSFT icon
Microsoft
MSFT
+$625M

Top Sells

1 +$2.94B
2 +$703M
3 +$697M
4
MIDD icon
Middleby
MIDD
+$596M
5
TSM icon
TSMC
TSM
+$574M

Sector Composition

1 Technology 17.23%
2 Consumer Discretionary 11.15%
3 Financials 10.26%
4 Healthcare 9.65%
5 Communication Services 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$5.53M ﹤0.01%
50,000
2552
$5.52M ﹤0.01%
774,543
-48,537
2553
$5.52M ﹤0.01%
+555,517
2554
$5.52M ﹤0.01%
+488,466
2555
$5.51M ﹤0.01%
88,198
+64,789
2556
$5.51M ﹤0.01%
58,654
+46,715
2557
$5.51M ﹤0.01%
249,189
+90,747
2558
$5.5M ﹤0.01%
160,855
-129,587
2559
$5.49M ﹤0.01%
122,370
-24,475
2560
$5.49M ﹤0.01%
120,000
2561
$5.48M ﹤0.01%
10,338
+2,733
2562
$5.47M ﹤0.01%
554,010
+174,010
2563
$5.47M ﹤0.01%
94,689
-1,299,494
2564
$5.47M ﹤0.01%
245,695
+12,751
2565
$5.47M ﹤0.01%
+551,725
2566
$5.46M ﹤0.01%
7,904
-6,136
2567
$5.45M ﹤0.01%
113,200
+104,440
2568
$5.45M ﹤0.01%
267,182
+56,612
2569
$5.44M ﹤0.01%
657,373
-1,251,900
2570
$5.43M ﹤0.01%
196,528
+69,789
2571
$5.4M ﹤0.01%
81,666
-100,127
2572
$5.38M ﹤0.01%
175,643
+22,627
2573
$5.38M ﹤0.01%
21,568
+1,598
2574
$5.38M ﹤0.01%
345,448
+132,475
2575
$5.38M ﹤0.01%
55,703
-5,164